Capstan Financial Consulting Group - Sarasota (FL)

Victoria Gregory Neal and his team are always very helpful and professional. It is a pleasure to know my investments are being looked over on a regular basis. Have recommended several clients to Neal.

Suzi Harris The entire staff has been awesome.

Brittany Burtner I cannot recommend Pat Labrada highly enough! My partner and I were first time home buyers, and Pat helped us navigate the financing process from start to closing. He was straightforward, transparent, proactive, and responsive through the entire process. Pat managed what could have been the most stressful part of home buying, and made it the least stressful. Pat is a pleasure to do business with, and we live in a home beyond our wildest dreams, thanks to his help.

Keely Maglaughlin I wanted to say Thank You to Mark Vernick for being such an easy person to talk to. When you are looking for a financial planner, sometimes it can be intimidating. Mark is so kind and NO pressure. He provides you with information and suggestions....but no pressure. I cannot recommend him to enough people.

Scout Garren I was recommended Nathaniel Hudson by a friend. Do not make the same mistake. I’ve had to use him 3 times, he accidentally pulled $5k more out of my account after I already pointed out the error and he still filed. Now, he didn’t file paperwork, for over a week that was for a deposit I NEEDED. His inability to do his job is deeply impacting my finances. He doesn’t even seem to care. He’s playing with peoples money.

Amy Hand Ray and Brenda were excellent to work with and completed our closing efficiently. We appreciate their expertise and great communication throughout the process.

donna morgan Alex has done our taxes and advising for years. So knowledgeable and trust worthy. Highly recommend Bridge Financial!

issanewday2020 yeah One MAIN is amazing! They have assisted me with my financial needs on several different occasions! I have two successful referrals with the company; consisting of family and a friend. Theresa and Susan have been amazing over the years! They both have been a listening ear to my personal life experiences, well as, my financial needs! Sincerely, A valued customer